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Budget Summary & Highlights
Ronald Smith sums up the tax changes which will be implemented according to the budget speech. BUDGET Standalone_25-26
A ‘two-pot’ retirement system refresher
Dave Edgar, Trust Officer, provides an update on the new system that comes into effect on 1 September. A year
Kevin Clemo Joins the Personal Trust Leadership Team
We are pleased to inform you that Kevin Clemo has recently been appointed as an Associate Director at Personal Trust,
Planning for your Retirement
This is such an important and exciting phase of your life and comes much sooner than you may expect. Thorough
South Africa has been greylisted. What does this mean?
The Financial Action Task Force (“FATF”) is a global inter-governmental body that promotes policies and sets international standards relating to
2023 The year of the Water Rabbit – promises longevity, peace, and prosperity. What is reality?
When the citizens of Kyiv removed their corrupt president, Viktor Yanukovych, in the “Euromaidan” revolution of 2014, they underestimated how
Interest Rates – Nominal & Effective
Portia Vlotman, Associate Director and Money Market Manager, discusses rising interest rates and explains the difference between nominal and effective
Retirement Village Living
There are a number of factors to consider when making a decision regarding your future home. Careful thought needs to
From Russia with Love
“You can do a lot more with weapons and politeness than just politeness.” Vladimir Putin Who would have imagined I would
Crypto assets: How to deal with these in your Will and in Estate planning
Nick de VRenette Hendriks, Director, clarifies how to deal with crypto assets. Satoshi Nakamoto, the father of Bitcoin, defines it as
CHANGES IN PERSONAL CIRCUMSTANCES
Nick de Villiers, Trust Officer in Noordhoek, explains why it is imperative to seek professional financial planning advice regularly. “Everyone
NATIONAL WILLS WEEK: 13 – 17 SEPTEMBER 2021
Renette Hendriks, Director (Fiduciary Department) reminds us of this initiative and the importance of a well-planned Will. National Wills Week,
The Cost of Education
Statistics show that the cost of education is on the rise and many South African parents do not know what